Cresset Asset Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
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|
2025
Q1 | $2.87M | Buy |
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|
2024
Q4 | $2.56M | Sell |
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|
2024
Q3 | $7.8M | Buy |
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|
2024
Q2 | $6.28M | Buy |
|
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|
2024
Q1 | $5.43M | Buy |
|
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|
2023
Q4 | $3.9M | Buy |
|
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|
2023
Q3 | $3.04M | Buy |
|
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|
2023
Q2 | $3.14M | Buy |
|
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|
2023
Q1 | $454K | Sell |
|
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $556K | Buy |
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|
2022
Q2 | $510K | Buy |
|
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|
2022
Q1 | $574K | Sell |
|
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|
2021
Q4 | $755K | Sell |
|
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.02M | Buy |
|
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|
2021
Q1 | $1.08M | Buy |
|
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|
2020
Q4 | $805K | Buy |
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|
2020
Q3 | $598K | Sell |
|
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|
2020
Q2 | $665K | Buy |
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|
2020
Q1 | $577K | Sell |
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|
2019
Q4 | $779K | Buy |
|
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|
2019
Q3 | $645K | Buy |
|
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|
2019
Q2 | $400K | Sell |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $188K | Buy |
|